Tested by Markets. Proven by Process.
The best test of an investment approach is how it behaves across different market environments. Since launch, the W1M Multi-Asset Funds have been managed through a period defined by significant economic and market change.
As we celebrate three years since the launch of the full fund range, we are sharing the key themes, opportunities and challenges that have shaped markets, alongside the investment process that has guided portfolio decisions throughout.
The result is a clear demonstration of how a global, active and direct investment approach can support investors navigate changing market environments.
Why W1M Multi-Asset?
Four risk-profiled solutions: Defensive, Cautious, Balanced and Growth
A global opportunity set across equities, bonds and alternatives
Active asset allocation informed by macro and market conditions
Predominantly direct investment for greater transparency and control
A dedicated multi-asset team supported by specialist research resources
An established track record and recognised consistency
A focus on delivering real returns while seeking to protect capital through market cycles
Our approach
Philosophy
Our multi-asset philosophy is built around delivering real returns above inflation while recognising that the investment journey matters as much as the destination. The team seeks to grow capital over the long term whilst protecting investors from permanent capital loss and significant market drawdowns. Portfolios are constructed using the firm's best ideas across equities, fixed income and alternatives, with diversification viewed as a key tool for managing risk.
Process
The multi-asset team combines top-down asset allocation with bottom-up security selection. Strategic and tactical asset allocation decisions are informed by the Asset Allocation Committee, while underlying investment ideas are sourced from dedicated analysts, including our equity, fixed income and alternatives teams. Portfolios are continuously monitored and adjusted as market conditions evolve, with consideration given to valuation, inflation, economic conditions and risk. The process incorporates portfolio protection measures, active risk management and rigorous governance to help deliver attractive risk-adjusted outcomes through the cycle.
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View the Fund Range
FAQs
A range of four risk-profiled funds: Defensive, Cautious, Balanced and Growth, designed to help investors achieve long-term real returns through diversified exposure to global asset classes.
The range is managed by James Mee and Matthew Parkinson, supported by W1M's wider cross-asset investment team.
It means the funds invest globally, are actively managed as market conditions change, and predominantly invest directly in securities rather than relying heavily on third-party funds.
The portfolios invest across equities, fixed income, alternatives and other diversifying assets, helping to spread risk across regions, sectors and investment styles.
The Funds are invested directly in securities and because the portfolios are managed within a single investment framework, the team can make cohesive asset allocation decisions, rebalance efficiently and maintain greater control over underlying holdings.
The funds can utilise W1M's proprietary protection strategy alongside broader diversification and active risk management techniques to help mitigate the impact of market drawdowns.
The overarching objective is to deliver long-term growth ahead of inflation while seeking to preserve capital and provide a smoother investment journey through different market environments.
W1M's multi-asset fund range spans five risk profiles - Defensive, Cautious, Balanced, Growth and Income - each targeting a CPI+ real return appropriate to that risk level. The funds are risk rated by Defaqto, Dynamic Planner, Oxford Risk, EV & Mabel Insights.
Meet the team
How to access
The range has been designed to cater for a variety of investor risk profiles, making it suitable for many retail investors when recommended by a financial adviser and assessed against their individual objectives and risk tolerance.
Yes. The W1M Multi-Asset Income Fund is designed for clients seeking a regular income alongside the potential for long-term capital growth.
Yes. Full factsheets, prospectus, KIIDs, PRIIPs and annual reports for every multi-asset fund are available in our Fund Centre.
The W1M Waverton Multi-Asset Funds are available on a wide range of third-party adviser platforms, as well as through W1M's custody service, providing flexibility for advisers to access the funds through their preferred investment platform.
